Insurance & Insurance Services Investment Banking

An independent perspective.

A hands-on approach to understanding a client’s needs, an ability to successfully complete strategic assignments and the knowledge of our personnel have helped the Insurance & Insurance Services practice stand out in the industry. Many clients tell us that our diligence and willingness to offer unbiased advice is unique and extremely valuable to executives trying to make the best decisions for their companies and stakeholders. Our focus is on well-run middle-market insurance companies in the life, health, property and casualty sectors, where executives and decision-makers benefit from our attention to detail and the more than 50 years of combined experience of our senior investment banking team. Our insurance practice is supported by equity research coverage of more than 30 publicly traded insurers.

Insurance & Insurance Services Subsector Expertise

  • Health Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • Reinsurance
  • Insurance Brokerage and Distribution
  • Claim Processing
  • Third Party Underwriting

Senior Banking Team

Patrick DeLacey
Patrick T. DeLacey
Vice Chairman of Investment Banking
St. Petersburg
   
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Ashutosh Rathore
Ashutosh Rathore
Managing Director
New York
   
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Tyler Pace
Director
Chicago
   
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Alex Ibrahim
Vice President
Chicago
   
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Jason Tran
Vice President
Chicago
   
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Transaction History

Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

Recent News

Investment Banking  |  October 27, 2022

Raymond James adds senior banker to Private Capital Advisory Investment Banking practice

Read more about Raymond James adds senior banker to Private Capital Advisory Investment Banking practice
Public Finance  |  October 17, 2022

Raymond James hires veteran municipal banker Guy Logan to lead National Infrastructure Group

Read More about Raymond James hires veteran municipal banker Guy Logan to lead National Infrastructure Group
Public Finance  |  October 6, 2022

Raymond James expands Public Finance practice by hiring veteran municipal banker

Read More about Raymond James expands Public Finance practice by hiring veteran municipal banker